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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,953 | $75,832-63.1% | $147,617-81.1% | $59,633-53.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.49% | 0.37%-2.9pp | 61.98%-64.5pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $386 | $3,485-88.9% | $5,564-93.1% | $2,203-82.5% |
| Participant deferral / active EE | $2,838 | $3,131-9.4% | $4,895-42.0% | $3,192-11.1% |
| Admin fee / account holder | $4,088 | $5,986-31.7% | $11,612-64.8% | $4,297-4.9% |